Coordinating all aspects of your financial life

Proactive business planning requires looking at the big picture to truly understand how the financial decisions you make today will affect your future. Whether your goal is passing your business along to the next generation, ensuring your retirement is on target, minimizing taxes, incentivizing key employees or setting up family and/or charitable trusts, we will serve as your guide and ensure that your best interests are kept paramount.

Since many of our clients own closely held businesses, we are keenly aware of how difficult it is to distinguish one’s business finances from one’s personal finances. Therefore, we specifically cater our services to helping these individuals balance the additional complexities of managing, coordinating and protecting both their personal capital and their business capital. These services include but are not limited to: